Episode breakdown:

0:34 – Why you shouldn’t call the biggest and best clients first

3:01 – Establishing clarity for a valuation

6:05 – Communicating the transition plan to a soon-to-be-retiring advisor

7:57 – Turning preparation and teamwork into success

10:43 – Ensuring that opinions match with facts

in MDRT PodcastAug 1, 2024

What you absolutely should not do in an acquisition

With the many ways an acquisition can go wrong, how can you circumvent these problems in pursuit of success? In this episode, MDRT member D. Kyle Atkins, CFP, CLU, and president of Succession Resource Group David Grau Jr. explain what to avoid and what to do instead to foster more effective decisions and business transitions.

Business planning and continuity

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